How big is Catoosa Utility District's plan?

Catoosa Utility District's plan reported $3.4M in assets and 32 participants for 2024.

Original filing (PDF)20251118100048NAL0001440387001

Catoosa Utility District

Name: Catoosa Utility District — Catoosa Utility District, Form 5500 (2024)
Creator: Catoosa Utility District
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catoosa Utility District Money Purchase Pension Plan

401(k) retirement plan · Catoosa Utility District's Catoosa Utility District Money Purchase Pension Plan held $3.4M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Kristen Gould signed Catoosa Utility District's 2024 Form 5500 as plan administrator.

Kristen Gould — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Catoosa Utility District's EIN is 58-0672787.

EIN 58-0672787

Plan number 001

Plan year 2024

ACK ID 20251118100048NAL0001440387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Catoosa Utility District from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Catoosa Utility District's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATOOSA UTILITY DISTRICT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score